About MGA Wealth Management:
At MGA Wealth Management, we do more than manage investments—we walk alongside our clients through major life transitions, helping them create plans that promote financial peace, personal growth, and lasting well-being. In addition to financial planning, our unique approach includes working with a full-time life coach to support clients in aligning their finances with their broader life goals. We are deeply committed to helping our clients succeed in the areas of health, wealth, and happiness.
During the winter and spring months, some members of our leadership team spend time working remotely from Texas. As a result, this role requires someone who can stay focused, self-motivated, and professionally communicative—even when primary support or oversight is remote. You will often serve as the key in-person presence in Wisconsin during that time, so reliability and strong communication are essential. You’ll be joining our small, dedicated team to support clients and ensure a smooth, welcoming office experience.
What You’ll Do:
- Greet clients and visitors with warmth and professionalism
- Serve as a key point of contact in Wisconsin, especially when managers are working remotely
- Communicate with remote team members and leadership in a clear, timely, and professional manner
- Handle phone and email correspondence
- Schedule and confirm client review meetings
- Prepare large, detailed financial paperwork with a high degree of accuracy
- Assist with scanning, filing, and organizing documents
- Support client communications and follow-ups
- Maintain the reception area and prepare conference rooms
- Coordinate mailing and logistics for client deliverables
- Assist with CRM updates and reporting tasks
What Makes You a Great Fit:
- Highly detail-oriented—you take pride in getting things right the first time
- Self-driven and dependable—you manage your own time and responsibilities well, especially with limited on-site supervision
- Excellent communicator—you’re comfortable working with a remote team and providing updates as needed
- Warm and personable—you enjoy making others feel welcome and cared for
- Mission-aligned—you genuinely care about people and want to support their well-being, not just their bottom line
- Tech-savvy and organized—proficient with Microsoft Office and familiar with CRM or document management systems
Qualifications:
- Prior experience in an administrative or front-desk role preferred
- Proven ability to handle confidential client information with discretion
- Experience in financial services or high-detail paperwork a plus
- Comfortable working in a professional office setting, including with remote leadership
- Notary or willingness to become a notary
- Must be bondable and able to pass a background check
- Bachelor’s degree preferred
- 2+ years of customer service experience preferred
Why Join MGA Wealth Management:
- A purpose-driven team that supports clients through every stage of life
- A calm, focused, and professional work environment
- Opportunities for meaningful client relationships and personal growth
- Paid vacation, sick time, and holidays
- 401(k) with matching and profit sharing
- Bonus opportunities
If you thrive in a supportive, client-centered environment and are excited to take ownership of your work—especially with the flexibility and independence that come from supporting a remote team—we would love to hear from you.
Job Type: Part-time
Pay: $17.50 – $21.00 per hour
Expected hours: 30 per week
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
Schedule:
- Monday to Friday
Education:
- Associate (Required)
Experience:
- Customer service: 2 years (Required)
Work Location: In person
Job Type: Part-time
Pay: $17.50 - $21.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
Schedule:
- Monday to Friday
Work Location: In person
